AI and Space: The Stock Market’s New Eldorado
The planned IPOs of SpaceX and Anthropic are reshaping perceptions of next-generation infrastructure, forcing private capital to reassess the strategic value of space and AI. The market no longer funds revenue alone but anticipates the monetization of platforms capable of capturing multiple megatrends simultaneously. The private equity market is recalibrating its expectations. SpaceX is preparing… for a potentially record-breaking IPO, while Anthropic has filed an S-1 with the SEC, paving the way for a future listing. These moves, distinct in their maturity, signal a major reassessment of AI and space infrastructure. SpaceX is poised for what could become the largest IPO in history. The company aims to raise approximately $75 billion, with a target valuation ranging between $1.8 trillion and $2 trillion according to various sources. This transaction positions SpaceX…